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CIK: 0001484165
Total reported value
$22.3M
$22.3M
17 檔
0.0%
The Q1 2024 SEC filing reveals that Cavalry Management Group, LLC held a total portfolio value of $22.3M, covering 17 public equity positions.
In Q1 2024, Cavalry Management Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | — | +1.62% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | — | +2.91% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | — | +1.53% | — | |
| 4 | DELL | Dell Technologies -c | Stock-Tech | — | — | — | |
| 5 | ERIC | Ericsson (lm) Tel-sp Adr | Stock-Tech | — | +10.74% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | — | +0.92% | — | |
| 7 | FTCI | Ftc Solar Inc | Stock-Other | — | — | — | |
| 8 | F | Ford Motor Co | Stock-Consumer Disc | — | -0.02% | EXIT | |
| 9 | LITE | Lumentum Holdings Inc | Stock-Tech | — | -0.24% | — | |
| 10 | MU | Micron Technology Inc | Stock-Tech | — | -0.71% | EXIT | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | — | — | -100.00% | |
| 12 | XIFR | Xplr Infrastructure LP | Stock-Utilities | — | — | -100.00% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | — | -1.20% | — | |
| 14 | SLAB | Silicon Laboratories Inc | Stock-Tech | — | — | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | — | -4.15% | — | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | — | +1.73% | — | |
| 17 | WDC | Western Digital CORP | Stock-Tech | — | -4.63% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +21.9% | NEW | New buy |
| 2 | T | At&t Inc | +19.2% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +18.5% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +18.1% | NEW | New buy |
| 5 | TMO | Thermo Fisher Scientific Inc | +11.3% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +9.9% | NEW | New buy |
| 7 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 8 | SLAB | Silicon Laboratories Inc | +0.1% | NEW | New buy |
| 9 | LITE | Lumentum Holdings Inc | +0.1% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 11 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 13 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | NEW | New buy |
| 14 | F | Ford Motor Co | 0% | NEW | New buy |
| 15 | FTCI | Ftc Solar Inc | 0% | NEW | New buy |
| 16 | NEE | Nextera Energy Inc | -45% | -8.88% | Trim |
| 17 | XIFR | Xplr Infrastructure LP | -54.8% | -7.75% | Trim |
According to official SEC Form 13F filings, Cavalry Management Group, LLC reported a total U.S. public equity portfolio value of $22.3M across 17 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including T, AMZN, AVGO) accounted for 0.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
DELL
市值: $158.3M
Top Position Liquidated / Trimmed
XIFR
前期市值: $1.1M
During Q1 2024, Cavalry Management Group, LLC's top holdings by market value included T (0.0%)、AMZN (0.0%)、AVGO (0.0%). The largest single position, T, represented 0.0% of total portfolio value.
In Q1 2024, Cavalry Management Group, LLC made 17 total portfolio adjustments, initiating 15 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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